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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3076	WAM Watermark Asset Management San Ramon, California	$487K	+$10.3K	6	0.21%	Increased
3077	BIA Barry Investment Advisors New Bedford, Massachusetts	$478K	+$3.9K	1	0.18%	Increased
3078	NCM New Capital Management Houston, Texas	$474K	+$20.6K	8	0.84%	Increased
3079	BC Blueport Capital Fort Worth, Texas	$462K	-$173K	2	8.27%	Reduced
3080	BFG Bouchey Financial Group Troy, New York	$459K	+$9.28K	1	0.14%	Increased
3081	RBC Roble Belko & Company Sewickley, Pennsylvania	$458K	+$22.1K	14	0.2%	Increased
3082	IGGA Iron Gate Global Advisors Nsl, Utah	$453K	+$131K	1	0.42%	Increased
3083	Pure Financial Advisors San Diego, California	$451K	-$52.7K	1	0.12%	Reduced
3084	ACM AlphaStar Capital Management Cornelius, North Carolina	$444K	+$457K	1	0.44%	New
3085	FCM FJ Capital Management Mclean, Virginia	$440K	+$429K	2	0.05%	New
3086	OKSA O'Keefe Stevens Advisory Rochester, New York	$434K	+$413K	1	0.4%	New
3087	PCFFS Pacific Center for Financial Services San Ramon, California	$434K	+$2.48K	13	0.28%	Increased
3088	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$426K	+$13.4K	1	0.36%	Increased
3089	Allstate Corporation Northbrook, Illinois	$408K	-$36.1M	1	0.02%	Reduced
3090	BA BCM Advisors Lafayette, Louisiana	$407K	-$13.9K	1	0.25%	Reduced
3091	ZF Zhang Financial Portage, Michigan	$401K	+$42.9K	1	0.2%	Increased
3092	MIC MU Investments Company Tokyo, Japan	$399K	-$120K	6	0.31%	Reduced
3093	SG StoneX Group New York	$397K	-$13.4M	1	0.49%	Reduced
3094	DCM Dimension Capital Management Coral Gables, Florida	$389K	-$11.4K	1	0.12%	Reduced
3095	ETM Euclidean Technologies Management Seattle, Washington	$389K	-$2.08M	1	0.37%	Reduced
3096	CFN Cordasco Financial Network Naples, Florida	$388K	+$8.98K	4	0.43%	Increased
3097	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$387K	$0	1	0.4%	Maintained
3098	Mesirow Financial Investment Management Chicago, Illinois	$386K	+$342K	1	1.82%	New
3099	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$382K	+$32.1K	1	0.09%	Increased
3100	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$377K	+$101K	10	0.23%	Increased